Red Door Wealth Management’s Bank of America BAC Stock Holding History

Red Door Wealth Management’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$704K	Buy	12,356 +109	+0.9%	+$5.8K	0.06%	149
2026 Q1	$597K	Buy	12,247 +308	+3%	+$15.9K	0.06%	148
2025 Q4	$657K	Buy	11,939 +34	+0.3%	+$1.8K	0.07%	138
2025 Q3	$614K	Sell	11,905 -175,401	-94%	-$8.56M	0.07%	141
2025 Q2	$8.86M	Buy	187,306 +5,992	+3%	+$252K	1.06%	25
2025 Q1	$7.57M	Buy	181,314 +3,083	+2%	+$137K	1.12%	28
2024 Q4	$7.83M	Buy	178,231 +10,800	+6%	+$475K	1.2%	24
2024 Q3	$6.64M	Buy	167,431 +6,171	+4%	+$247K	1.11%	28
2024 Q2	$6.41M	Buy	161,260 +8,187	+5%	+$314K	1.13%	29
2024 Q1	$5.8M	Buy	153,073 +5,271	+4%	+$181K	1.12%	29
2023 Q4	$4.98M	Buy	147,802 +7,139	+5%	+$208K	1.08%	32
2023 Q3	$3.85M	Buy	140,663 +10,187	+8%	+$301K	0.96%	35
2023 Q2	$3.74M	Buy	130,476 +5,020	+4%	+$143K	0.83%	39
2023 Q1	$3.59M	Buy	125,456 +1,112	+0.9%	+$36.7K	1.13%	31
2022 Q4	$4.12M	Buy	124,344 +5,781	+5%	+$199K	1.35%	27
2022 Q3	$3.58M	Buy	118,563 +10,198	+9%	+$341K	1.36%	28
2022 Q2	$3.37M	Buy	108,365 +12,647	+13%	+$455K	1.25%	30
2022 Q1	$3.94M	Buy	95,718 +5,484	+6%	+$247K	1.32%	29
2021 Q4	$4.01M	Buy	90,234 +5,211	+6%	+$237K	1.32%	26
2021 Q3	$3.61M	Buy	85,023 +7,772	+10%	+$313K	1.38%	22
2021 Q2	$3.19M	Buy	77,251 +9,081	+13%	+$372K	1.24%	24
2021 Q1	$2.65M	Buy	68,170 +6,409	+10%	+$221K	1.35%	27
2020 Q4	$1.87M	Buy	61,761 +3,100	+5%	+$83.1K	1.1%	29
2020 Q3	$1.41M	Buy	58,661 +511	+0.9%	+$12.7K	1.04%	31
2020 Q2	$1.38M	Buy	58,150 +4,550	+8%	+$108K	1.01%	29
2020 Q1	$1.14M	Buy	53,600 +12,499	+30%	+$375K	1.08%	30
2019 Q4	$1.45M	Buy	+41,101	New	+$1.33M	1.29%	25

Other funds holding BAC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Red Door Wealth Management's BAC Position: Q2 2026 in Review

Red Door Wealth Management increased its Bank of America (BAC) stake by 0.89% in Q2 2026, buying an estimated $5.8K and bringing the position to 12,356 shares worth $704K. The position accounts for 0.06% of the portfolio, ranked #149.

Red Door Wealth Management first reported a position in BAC in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.86M in Q2 2025. 1,708 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Red Door Wealth Management held 12,356 shares of Bank of America worth $704K as of Q2 2026.
Red Door Wealth Management bought 109 Bank of America shares in Q2 2026, an estimated $5.8K.
Bank of America made up 0.06% of Red Door Wealth Management's portfolio in Q2 2026, its #149 holding.
Red Door Wealth Management first reported a position in Bank of America in Q4 2019 and has held it in 27 quarters since.
Red Door Wealth Management's Bank of America position peaked at $8.86M in Q2 2025.
1,708 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.